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Portfolio (Quarterly) Guide ↗

BLUE JEAN FINANCIAL LLC

· CIK 0002047089
13F Portfolio $144M AUM 70 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 70 New
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FMAT FIDELITY COVINGTON TRUST 16,164.0 $946K 0.66% NEW $58.51 +4.3%
62 XBI SPDR SERIES TRUST 5,776.0 $914K 0.64% NEW $158.25 +2.6%
63 FIDELITY COVINGTON TRUST 11,595.0 $896K 0.62% NEW $77.25
64 FDIS FIDELITY COVINGTON TRUST 8,070.0 $830K 0.58% NEW $102.84 -0.5%
65 PAVE GLOBAL X FDS 13,399.0 $789K 0.55% NEW $58.92 -6.1%
66 XAR SPDR SERIES TRUST 2,630.0 $746K 0.52% NEW $283.79 -7.8%
67 BOTZ GLOBAL X FDS 19,416.0 $737K 0.51% NEW $37.94 -5.8%
68 HEQT SIMPLIFY EXCHANGE TRADED FUN 17,482.0 $586K 0.41% NEW $33.54 +2.7%
69 MMM 3M CO Industrials 1,432.0 $232K 0.16% NEW $161.95 +7.7%
70 LPTH LIGHTPATH TECHNOLOGIES INC Technology 13,285.0 $217K 0.15% NEW $16.35 -31.3%
Page 4 of 4  ·  70 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.9%
Consumer Cyclical 19.9%
Financial Services 17.3%
Industrials 13.0%
Basic Materials 11.4%
Energy 10.8%
Consumer Defensive 3.5%
Communication Services 1.2%